See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,964 | $142,344-53.0% | $119,609-44.0% | $134,475-50.2% |
| Participation rate | 92.3% | 82.8%+9.5pp | 79.3%+13.0pp | 81.2%+11.1pp |
| Annual return | -15.71% | -12.44%-3.3pp | -14.97%-0.7pp | 417.96%-433.7pp |
| Employer contribution / active EE | $2,714 | $5,222-48.0% | $4,232-35.9% | $4,740-42.7% |
| Participant deferral / active EE | $1,884 | $6,469-70.9% | $5,602-66.4% | $6,400-70.6% |
| Admin fee / account holder | $868 | $13,584-93.6% | $10,323-91.6% | $11,426-92.4% |